2015-05-14T15:47:33-05:00 2014-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2013-07-01 391636835 MILWAUKEE AREA WORKFORCE INVESTMENT BOARD INC MILW 4142701700 2338 N 27TH ST MILWAUKEE WI 532103100 EARL BUFORD PRESIDENT/CEO 4142701700 2015-05-13 1 JENNY TARKOWSKI CPA P00634290 6082744020 2013 2016-02-25 16:41:14Z EARL BUFORD 2338 N 27TH ST MILWAUKEE WI 532103100 20260655 0 X WWW.MILWAUKEEWIB.ORG X 1989 WI BUILD A STRONG WORKFORCE DEVELOPMENT SYSTEM TO ENSURE A SKILLED AND PRODUCTIVE WORKFORCE 35 34 1344 35 0 0 19385828 19777280 216928 456519 15 60 -21838 -31325 19580933 20202534 10334886 11174194 0 0 6224772 6342955 2800141 0 126859 0 2696823 19359799 20213972 221134 -11438 4375780 5404157 4372455 5412270 3325 -8113 BUILD A STRONG WORKFORCE DEVELOPMENT SYSTEM BY PLANNING, COORDINATING, COLLABORATING, AND MONITORING WORKFORCE INITIATIVES WITH BUSINESSES, PARTNERS, AND COMMUNITY STAKEHOLDERS TO ENSURE A SKILLED AND PRODUCTIVE WORKFORCE FOR THE 21ST CENTURY. 0 0 9700420 8395345 MILWAUKEE AREA WORKFORCE INVESTMENT BOARD'S ADULT SERVICES WERE ABLE TO PROVIDE SERVICES TO 5,451 CLIENTS DURING THE YEAR FOR CASE MANAGEMENT AT CAREER OPPORTUNITY CENTERS TO INCLUDE ASSESSMENT AND REFERRALS FOR SUPPORTIVE, INTENSIVE, AND TRAINING PROGRAMS. 5395981 1659579 MILWAUKEE AREA WORKFORCE INVESTMENT BOARD'S YOUTH SERVICES PROVIDED SERVICES TO 3,041 YOUTH BETWEEN THE AGES OF 14 AND 21 TO HELP THEM STAY IN SCHOOL, PREPARE FOR WORK, AND FIND A JOB. IN ADDITION, MILWAUKEE AREA WORKFORCE INVESTMENT BOARD INCREASED SERVICES TO AT-RISK AND OUT-OF-SCHOOL YOUTH FOCUSED ON INCREASING THE AVAILABILITY OF INTEGRATED LEARNING OPPORTUNITIES. 2790397 1119270 456519 MILWAUKEE AREA WORKFORCE INVESTMENT BOARD'S DISLOCATED WORKER SERVICES PROVIDED CLIENT SERVICES TO 1,940 WORKERS IN MILWAUKEE COUNTY WHO WERE LAID OFF FROM THIER JOBS, FACING LAYOFFS, OR WERE DISPLACED HOMEMAKERS. SERVICES INCLUDE VOCATIONAL ASSESSMENT AND COUNSELING, OCCUPATIONAL TRAINING, ADULT BASIC EDUCATION, AND OTHER VITAL SERVICES, INCREASING THE CLIENT'S SUCCESS IN GAINFUL EMPLOYMENT. 17886798 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1344 1 0 0 0 0 0 0 0 0 0 0 X 35 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PATTI PORTH 4142701700 2338 N 27TH ST MILWAUKEE WI 532103100 DONALD SYKES PRESIDENT/CEO 40.00 X X 135816 0 29929 JOHN KISSINGER CHAIR 1.00 X X 0 0 0 THELMA SIAS VICE PRESIDENT 1.00 X X 0 0 0 DONALD LAYDEN VICE CHAIR AND TREASURER 1.00 X X 0 0 0 DARRYL MORIN SECRETARY 1.00 X X 0 0 0 NATA ABBOTT DIRECTOR 1.00 X 0 0 0 CARLA CROSS DIRECTOR 1.00 X 0 0 0 RANDY CRUMP DIRECTOR 1.00 X 0 0 0 MICHAEL FABISHAK DIRECTOR 1.00 X 0 0 0 PAM FENDT DIRECTOR 1.00 X 0 0 0 ROBERT FISCHER DIRECTOR 1.00 X 0 0 0 GEORGE HINTON DIRECTOR 1.00 X 0 0 0 NICOLE LANGLEY DIRECTOR 1.00 X 0 0 0 TED MATKOM DIRECTOR 1.00 X 0 0 0 CARRIE MCGHEE DIRECTOR 1.00 X 0 0 0 ALAN PERLSTEIN DIRECTOR 1.00 X 0 0 0 DAVID PIFER DIRECTOR 1.00 X 0 0 0 JAMES ROBERTS DIRECTOR 1.00 X 0 0 0 ASAF SALAMA DIRECTOR 1.00 X 0 0 0 RHONDA TAYLOR-PARRIS DIRECTOR 1.00 X 0 0 0 GWENDOLYN WASHINGTON DIRECTOR 1.00 X 0 0 0 PATRICIA WOODARD DIRECTOR 1.00 X 0 0 0 ALLAN SPOONER DIRECTOR 1.00 X 0 0 0 DANIEL BADER DIRECTOR 1.00 X 0 0 0 CAROL BURGETT DIRECTOR 1.00 X 0 0 0 SHEILA COCHRAN DIRECTOR 1.00 X 0 0 0 ROBERT COCROFT DIRECTOR 1.00 X 0 0 0 MICHAEL BURKE DIRECTOR 1.00 X 0 0 0 LEA COLLINS-WORACHEK DIRECTOR 1.00 X 0 0 0 LUPE MARTINEZ DIRECTOR 1.00 X 0 0 0 HOWARD SNYDER DIRECTOR 1.00 X 0 0 0 KAREN SPINDLER DIRECTOR 1.00 X 0 0 0 WALLACE WHITE DIRECTOR 1.00 X 0 0 0 STEVEN XIONG DIRECTOR 1.00 X 0 0 0 WILLIE WADE DIRECTOR 1.00 X 0 0 0 PATTI PORTH CHIEF FINANCIAL OFFICER 40.00 X 124874 0 12012 LINDA STEWART DIRECTOR OF OPERATIONS 40.00 X 116469 0 31791 377159 0 73732 3 0 1 0 AURORA HEALTH CARE INC 750 W VIRGINIA ST MILWAUKEE WI 532041539 ACH HEALTH OPPORTUNITY 147080 1 18997280 780000 19777280 EMPLOYMENT/TRAINING PROGRAMS 561300 456519 456519 456519 60 60 26796 58121 -31325 -31325 -31325 20202534 456519 0 -31265 8809886 8809886 2364308 2364308 308225 308225 4788492 3661598 1025777 101117 169638 117064 48794 3780 629383 403200 213165 13018 447217 316431 121842 8944 1846 1846 24500 24500 1155198 1113067 42131 47529 47529 671859 467362 204497 566843 428968 137875 62559 45935 16624 21724 11362 10362 7029 7029 137736 100088 37648 20213972 17886798 2200315 126859 67840 200 595958 491488 1954237 2632174 133970 243992 2193 3399 2209638 189722 1607066 2019916 14516 12988 4375780 5404157 2330621 2916918 28402 81513 2016 21049 2011416 2392790 4372455 5412270 X -406763 -435988 410088 427875 3325 -8113 4375780 5404157 -11438 0 X 0 1 X 1 1 1 X 21548388 22321154 21183696 19385828 19777280 104216346 21548388 22321154 21183696 19385828 19777280 104216346 104216346 33 33 33 15 60 174 104216520 1076234 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 170000 170000 1780808 111582 1669226 83244 50871 32373 175586 27269 148317 2019916 20260655 0 20260655 -58121 -58121 20202534 20272093 58121 58121 20213972 0 20213972 PART IV, LINE 2B: MILWAUKEE AREA WORKFORCE INVESTMENT BOARD COLLECTS RECEIPTS AND MAKES DISBURSEMENTS ON BEHALF OF THE MLWAUKEE PARTNERSHIP ACADEMY AND REPORTS THE AMOUNTS TEMPORARILY IN ITS CUSTODY ON ITS BALANCE SHEET. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -58,121. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 58,121. 1 BOYS AND GIRLS CLUBS OF GREATER MILWAUKEE INC 1558 N 6TH ST MILWAUKEE WI 532123845 390806292 501(C)(3) 246011 FOODSHARE EMPLOYMENT AND TRAINING PROGRAM AND WIA YOUTH ACTIVITIES CAREER YOUTH DEVELOPMENT INC 2601 N DR MARTIN LUTHER KING DR MILWAUKEE WI 532122711 391325829 501(C)(3) 57427 REINTEGRATION OF EX-OFFENDERS COMMUNITY CONNECTIONS CONSULTING LLC 2819 W HIGHLAND BLVD MILWAUKEE WI 532083217 270901809 154272 WIA YOUTH ACTIVITIES GROWING POWER INC 5500 W SILVER SPRING DR MILWAUKEE WI 532183261 391876495 37230 WIA YOUTH ACTIVITIES HMONGAMERICAN FRIENDSHIP ASSOCIATION INC 3824 W VLIET ST MILWAUKEE WI 532082848 391456011 501(C)(3) 32847 WIA YOUTH ACTIVITIES INTERFAITH OLDER ADULT PROGRAMS INC 600 W VIRGINIA ST STE 300 MILWAUKEE WI 532041551 391217963 501(C)(3) 55000 WIA ADULT ACTIVITIES LEGAL ACTION OF WISCONSIN INC 230 W WELLS ST STE 800 MILWAUKEE WI 532031700 391077192 501(C)(3) 12798 WIA ADULT ACTIVITIES AND WIA PILOTS, DEMONSTRATIONS, AND RESEARCH PROJECTS MILWAUKEE AREA TECHNICAL COLLEGE 700 W STATE ST MILWAUKEE WI 532331419 396003459 WISCONSIN TECHNICAL 1052479 WIA YOUTH ACTIVITIES AND FOODSHARE EMPLOYMENT AND TRAINING PROGRAM MAXIMUS INC 4030 N 29TH ST MILWAUKEE WI 532161816 541000588 623518 FOODSHARE EMPLOYMENT AND TRAINING PROGRAM AND WIA ADULT ACTIVITIES MILWAUKEE COMMUNITY SERVICE CORPS INC 1441 N 7TH ST MILWAUKEE WI 532052303 391680843 501(C)(3) 147582 FOODSHARE EMPLOYMENT AND TRAINING PROGRAM MILWAUKEE AREA HEALTH EDUCATION CENTER INC 2224 W KILBOURN AVE MILWAUKEE WI 532331614 391749908 501(C)(3) 408566 AFFORDABLE CARE ACT (ACA) HEALTH PROFESSION OPPORTUNITY GRANTS MILWAUKEE CHRISTIAN CENTER INC 2137 W GREENFIELD AVE MILWAUKEE WI 532042619 390807066 501(C)(3) 82962 YOUTHBUILD AND WIA PILOTS, DEMONSTRATIONS, AND RESEARCH PROJECTS MILWAUKEE EMPLOYMENT AND TRAINING INC 5620 S FOREST PARK DR HALES CORNERS WI 531302204 391537991 501(C)(3) 86707 FOODSHARE EMPLOYMENT AND TRAINING PROGRAM MILWAUKEE PUBLIC SCHOOLS 5225 W VLIET ST MILWAUKEE WI 532082627 396003457 MILWAUKEE PUBLIC SCH 94124 WIA YOUTH ACTIVITIES AND REINTEGRATION OF EX-OFFENDERS MILWAUKEE URBAN LEAGUE 435 W NORTH AVE MILWAUKEE WI 532123146 390826861 501(C)(3) 254596 JOBS FOR WISCONSIN GRADUATES NEIGHBORHOOD HOUSE OF MILWAUKEE INC 2819 W RICHARDSON PL MILWAUKEE WI 532093547 390806269 501(C)(3) 38857 FOODSHARE EMPLOYMENT AND TRAINING PROGRAM NORTHCOTT NEIGHBORHOOD HOUSE INC 2460 N 6TH ST MILWAUKEE WI 532122756 390984402 501(C)(3) 150410 YOUTHBUILD THE RUNNING REBELS COMMUNITY ORGANIZATION INC 1300A W FOND DU LAC AVE MILWAUKEE WI 532051733 393910464 501(C)(3) 117355 WIA PILOTS, DEMONSTRATIONS, AND RESEARCH PROJECTS SOUTHEASTERN WISCONSIN WORKFORCE DEVELOPMENT BOARD 1010 56TH ST KENOSHA WI 531403738 396005707 501(C)(3) 373010 AFFORDABLE CARE ACT (ACA) HEALTH PROFESSION OPPORTUNITY GRANTS AND H-1B JOB TRAINING GRANTS SOCIAL DEVELOPMENT COMMISSION 4041 N RICHARDS ST MILWAUKEE WI 532121232 391033230 501(C)(3) 113013 WIA YOUTH ACTIVITIES ST CHARLES YOUTH AND FAMILY SERVICES INC 151 S 84TH ST MILWAUKEE WI 532141456 390914040 501(C)(3) 70556 REINTEGRATION OF EX-OFFENDERS UNITED MIGRANT OPPORTUNITY SERVICES INC 2701 S CHASE AVE MILWAUKEE WI 532071482 391047172 501(C)(3) 722531 FOODSHARE EMPLOYMENT AND TRAINING PROGRAM, WIA ADULT ACTIVITIES, AND WIA YOUTH ACTIVITIES UNITED NEIGHBORHOOD CENTERS OF MILWAUKEE INC 710 N PLANKINTON AVE STE 740 MILWAUKEE WI 532032404 906031721 501(C)(3) 39709 WIA YOUTH ACTIVITIES UNIVERSITY OF WISCONSIN SCHOOL OF HUMAN ECOLOGY 3910 MINERAL POINT RD MADISON WI 537055124 391805963 UNIVERSITY OF WISCON 105941 AFFORDABLE CARE ACT (ACA) HEALTH PROFESSION OPPORTUNITY GRANTS WISCONSIN STATE AFL-CIO LABOR EDUCATION AND TRAINING CENTER INC 1900 CENTER AVE MILWAUKEE WI 535462801 391852871 501(C)(3) 1084682 WIA DISLOCATED WORKER ACTIVITIES WISCONSIN DEPARTMENT OF WORKFORCE DEVELOPMENT 201 E WASHINGTON AVE MADISON WI 537032866 396006449 STATE OF WISCONSIN 173850 WIA DISLOCATED WORKER ACTIVITIES WISCONSIN COMMUNITY SERVICES INC 3732 W WISCONSIN AVE STE 200 MILWAUKEE WI 532083166 390808464 501(C)(3) 418339 WIA YOUTH ACTIVITIES, FOODSHARE EMPLOYMENT AND TRAINING PROGRAM, WIA ADULT ACTIVITIES, SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM, AND WIA DISLOCATED WORKER ACTIVITIES WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT INC 892 MAIN ST PEWAUKEE WI 530725808 391657328 501(C)(3) 463357 AFFORDABLE CARE ACT (ACA) HEALTH PROFESSION OPPORTUNITY GRANTS WISCONSIN REGIONAL TRAINING PARTNERSHIP INC 3841 W WISCONSIN AVE MILWAUKEE WI 532083155 391838210 501(C)(3) 199352 WIA YOUTH ACTIVITIES, FOODSHARE EMPLOYMENT AND TRAINING PROGRAM, AND YOUTHBUILD YWCA GREATER MILWAUKEE INC 1915 N DR MARTIN LUTHER KING DR MILWAUKEE WI 532123675 391874605 501(C)(3) 1392805 FOODSHARE EMPLOYMENT AND TRAINING PROGRAM, AFFORDABLE CARE ACT (ACA) HEALTH PROFESSION OPPORTUNITY GRANTS, AND WIA ADULT ACTIVITIES 27 3 PAYMENTS FOR SECONDARY EDUCATION AND SUPPORTIVE SERVICES TO OR ON BEHALF OF SPECIFIC WORKFORCE INVESTMENT ACT PROGRAM PARTICIPANTS 287 111506 PART I, LINE 2: PROCEDURES TO MONITOR THE USE OF GRANT FUNDS INCLUDE ON-SITE MONITORING VISITS THROUGHOUT THE YEAR, REVIEWS OF ANNUAL AUDITED FINANCIAL STATEMENTS OF THE GRANT RECIPIENTS, AND CONSTANT COMMUNICATION WITH THE GRANT RECIPIENTS. ON-SITE VISITS INCLUDE REVIEWS OF FILES AND COMPARISONS WITH INFORMATION ENTERED IN A SHARED DATABASE, PROCEDURAL REVIEWS, AND DISCUSSIONS WITH THE GRANT RECIPIENT'S MANAGEMENT PERSONNEL. PROGRAM PERSONNEL REVIEW ACTIVITY OF THE GRANT RECIPIENTS ON AN ON-GOING BASIS BY REVIEWING ACTIVITY IN THE SHARED DATABASE AND REVIEW OF VARIOUS FINANCIAL AND PROGRAM REPORTS REQUIRED OF THE GRANT RECIPIENTS. GRANTS TO INDIVIDUALS REQUIRE AUTHORIZATION BY CASE MANAGERS AND SUPPORTING DOCUMENTATION PRIOR TO PAYMENT BEING MADE. GRANTS TO INDIVIDUALS PRIMARILY INCLUDE PAYMENTS FOR TUITION AND BOOKS AND PAYMENTS ARE GENERALLY MADE DIRECTLY TO THE INSTITUTION WITH THE ORGANIZATION LISTED ON THE ACCOUNT. X X 0 0 0 0 0 0 0 0 0 DONALD SYKES PRESIDENT/CEO 135816 0 0 0 0 0 18100 0 11829 0 165745 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BODY MUST COMPLETE, SIGN, AND SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE SIGNED STATEMENTS ARE RETAINED ON FILE AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. ANYTHING THAT COMES UP IN A MEETING OF THE GOVERNING BODY OR A COMMITTEE THAT INDICATES A POSSIBLE CONFLICT OF INTEREST MUST BE STATED BY THE MEMBERS INVOLVED. IT IS THEN UP TO THE GOVERNING BODY OR COMMITTEE TO DETERMINE IF IT IS A CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED THERE IS A CONFLICT OF INTEREST, THEN VARIOUS INFORMATION MUST BE RECORDED IN THE MINUTES AS SPECIFIED IN THE CONFLICT OF INTEREST POLICY, INCLUDING WHO HAS THE CONFLICT OF INTEREST, THE NATURE OF THE CONFLICT OF INTEREST, AND OTHER INFORMATION AS NEEDED. NO DISCUSSION OR VOTING ON THE ISSUES IS ALLOWED BY THE PERSON WHO HAS A CONFLICT OF INTEREST RELATIVE TO THEM. FORM 990, PART VI, SECTION B, LINE 15 THE MEMBERS OF THE ORGANIZATION'S EXECUTIVE COMMITTEE ANNUALLY CONDUCT A PERFORMANCE EVALUATION OF THE PRESIDENT/CEO AND APPROVE THE PRESIDENT/CEO'S COMPENSATION AS PART OF THE ANNUAL BUDGETING PROCESS. THE EXECUTIVE COMMITTEE USES COMPENSATION INFORMATION COMPILED BY THE WISCONSIN DEPARTMENT OF WORKFORCE DEVELOPMENT SPECIFICALLY FOR THE DIRECTORS OF THE WORKFORCE DEVELOPMENT BOARDS TO DETERMINE THE PRESIDENT/CEO'S COMPENSATION. THE DELIBERATIONS AND DECISIONS ON THE ANNUAL BUDGET AND THE PRESIDENT/CEO'S COMPENSATION ARE DOCUMENTED IN THE MINUTES OF THE MEETINGS OF THE EXECUTIVE COMMITTEE. A STAFF COMPENSATION STUDY WAS LAST CONDUCTED IN MAY 2011 TO DETERMINE THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES AND WAS PRESENTED TO THE PERSONNEL AND FINANCE COMMITTEE FOR RECOMMENDATION TO THE GOVERNING BODY FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON VALID REQUEST. ANY REQUEST FOR THESE DOCUMENTS IS EVALUATED BY THE ORGANIZATION'S MANAGEMENT AND, IF NECESSARY, THE GOVERNING BODY FOR VALIDITY PRIOR TO PROVIDING THE DOCUMENTS.